Matthew Sellers

Matthew Sellers
Displaying 112 results
Welcome to the 'Millionaire's Tax'
RETIREMENT PLANNING AUG 14, 2023
Welcome to the 'Millionaire's Tax'

State launches 9% rate for high earners.

UBS faces new class action
WIREHOUSES AUG 14, 2023
UBS faces new class action

Even as the bank removes Credit Suisse nameplates, more legal storm clouds roll in.

Rockefeller Capital Management continues expansion as more wealth advisors join the team
WIREHOUSES AUG 14, 2023
Rockefeller Capital Management continues expansion as more wealth advisors join the team

Firm has big plans for growth, acquisitions.

Real estate surges to new record value
PRACTICE MANAGEMENT AUG 11, 2023
Real estate surges to new record value

But not everyone is a winner – and here’s why.

Pension fund shareholder suit against Dimon, JPMorgan Chase board fails
RETIREMENT PLANNING AUG 10, 2023
Pension fund shareholder suit against Dimon, JPMorgan Chase board fails

Judge rules on Epstein-related lawsuit.

Interest rate hikes, jobs forecast, commercial property death spiral, equity-risk premium worries
RIA NEWS JUL 31, 2023
Interest rate hikes, jobs forecast, commercial property death spiral, equity-risk premium worries

What you need to know for the week ahead.

Another major bank/broker-dealer hit by SEC action
REGULATION AND LEGISLATION JUL 28, 2023
Another major bank/broker-dealer hit by SEC action

Big fine expected as the agency looks for another scalp.

Edward Jones named in potential Canadian class action
FINTECH JUL 27, 2023
Edward Jones named in potential Canadian class action

Investors join nationwide law firm suit.

Playboy Race Team-linked financial advisor who defrauded NHL players in court again
REGULATION AND LEGISLATION JUL 27, 2023
Playboy Race Team-linked financial advisor who defrauded NHL players in court again

Clients included Stanley Cup champions, other NHL stars.

$425 million advisory team jumps to LPL from Merrill
INDEPENDENT BROKER DEALERS JUL 26, 2023
$425 million advisory team jumps to LPL from Merrill

Woman-led firm sets up independent practice in Washington state.